See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,167 | $34,934+43.6% | $56,411-11.1% | $74,495-32.7% |
| Participation rate | 19.4% | 32.8%-13.4pp | 52.5%-33.0pp | 67.2%-47.8pp |
| Annual return | 12.87% | 25.94%-13.1pp | 1701.33%-1688.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $140 | $609-77.0% | $1,039-86.5% | $2,623-94.7% |
| Participant deferral / active EE | $1,095 | $1,170-6.5% | $1,952-43.9% | $4,346-74.8% |
| Admin fee / account holder | $1,233 | $2,364-47.8% | $2,829-56.4% | $1,942-36.5% |